Defense
Commented by Nico Popp on July 22nd, 2026 | 07:40 CEST
Why the Tungsten Shortage Threatens SpaceX and Siemens Healthineers—and How Almonty Is Becoming the West's Top Supplier
When technical necessity meets scarcity, it is not just engineers who take notice—the capital markets, too, have long been grappling with supply chains and their vulnerability to crises. This is particularly evident in the case of tungsten. This heavy metal is equally essential for modern space travel and innovative medical technology. Because Beijing is tightening the reins on tungsten exports, a metal also considered military-grade, the high-tech industry, from SpaceX to Siemens Healthineers, is feeling the heat. The search for crisis-resistant sources of raw materials is becoming a matter of survival for these corporations. Almonty, the leading Western tungsten producer, is perfectly positioned to benefit from this situation.
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Commented by Armin Schulz on July 21st, 2026 | 07:25 CEST
China's Tungsten Grip Begins to Loosen—Almonty Industries Strengthens Defence Supply Chains as RENK and Boeing Secure Multi-Billion-Dollar Orders
The wars in Ukraine and Iran have exposed a critical weakness in the West's technology and defence architecture. Without fire-resistant tungsten, even the most advanced fighter jets remain grounded, and the most precise guided missiles are rendered useless. While combat operations are depleting stockpiles, China has effectively secured a monopoly over the entire supply chain, from the mine to high-performance components. This double squeeze, driven by war-induced demand and Beijing's control over supply, is transforming this critical material into a strategic instrument of power. On the other hand, these tensions are fueling a boom in the defence industry. Meanwhile, these geopolitical tensions are fueling a boom across the defence industry. We take a closer look at the current outlook for Almonty Industries, RENK Group, and Boeing.
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Commented by André Will-Laudien on July 21st, 2026 | 07:00 CEST
Ukraine – Iran – NATO: The Battle in the Skies Gives Wings to RTX and Lockheed; Rheinmetall and Volatus Aerospace on the Rise!
As long as geopolitical conflicts continue, defence stocks have it easy. That is because they automatically come into focus when new government programs are launched to boost defence capabilities. In July, it was the NATO conference in Ankara. Government officials in attendance surrounded Donald Trump, as the US is the leader in air defence—and this is precisely where both NATO and Ukraine are falling short. When it comes to drones, however, the former Soviet state has made great strides. An entire drone industry was built from the ground up in no time at all. And for several weeks now, they have been piercing through Russia's defensive perimeter and penetrating deep into its energy processing facilities. Ukraine has already taken a quarter of Russia's oil refining capacity out of commission. The West views this progress as a welcome easing of tensions, but is stepping up its investments even further. Chancellor Merz, for example, is ordering the highly sought-after Tomahawk missiles from the US and is even participating in the latest French nuclear exercise. Just as politicians are, investors should also be in the starting blocks to ride the new wave of investment.
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Commented by Carsten Mainitz on July 20th, 2026 | 08:30 CEST
Critical Infrastructure and Beyond: The Overlooked Growth Drivers for Volatus Aerospace, Hensoldt, and Nordex
Geopolitical tensions and armed conflicts have fundamentally reshaped the global landscape. As a result, defence capabilities, sovereignty, resilience, digitalization, and the protection of critical infrastructure have become top priorities. Billions are being invested in these areas around the globe. Recent developments have shown just how crucial it is to protect critical infrastructure against sabotage, cyberattacks, and military threats. One company benefiting from these trends is Canadian defence technology specialist Volatus Aerospace. According to analysts, the stock remains significantly undervalued.
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Commented by Nico Popp on July 20th, 2026 | 07:30 CEST
Battery Crisis Threatens AeroVironment and Kratos Defence—How HPQ Silicon Could Benefit
It is wartime. Anyone aiming to dominate the skies must think beyond aerodynamics and sensor technology when it comes to drones. The greatest driver of innovation lies in the chemical composition of batteries. As demand for drones across commercial, industrial, and military applications continues to surge, conventional lithium-ion batteries are reaching their limits. The bottleneck lies in the material itself: graphite anodes result in shorter flight times and higher weight. To overcome these limitations, the industry is undergoing a paradigm shift toward silicon-based anodes. This technology significantly increases battery capacity and performance, enabling an entirely new generation of drone applications. We take a closer look at the technology behind this transformation and highlight several companies that stand to benefit.
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Commented by Stefan Feulner on July 20th, 2026 | 06:55 CEST
GE Aerospace, Strategic Resources, Rheinmetall: Military Build-Up Fuels the Steel Boom
Military build-up drives demand for steel—and more than ever before. As defence spending rises, global demand is growing for high-strength specialty steels used in tanks, warships, military vehicles, aircraft, and modern weapons systems. At the same time, the industry is demanding steel produced in a climate-friendly manner and a secure supply of critical raw materials such as high-quality iron ore and vanadium. This dual boom in demand from the defence industry and decarbonization could open up exceptional growth opportunities for producers, suppliers, and technology providers in the coming years.
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Commented by Nico Popp on July 17th, 2026 | 07:10 CEST
Defense Giants Shaken by Consumer Drones: Rheinmetall and AeroVironment Under Pressure as Volatus Aerospace Strengthens the Supply Chain
The defence industry is booming and evolving rapidly. While established defence contractors are reaping the benefits of record orders for conventional weapons systems, autonomous systems and AI-powered networks are also increasingly benefiting. The market for military drones is growing at double-digit rates and, according to current market forecasts, is expected to reach a volume of USD 80 to 100 billion by 2030. But these billions are far from being allocated. Even though Ukrainian-made drones were disparaged as "housewife drones" not long ago, the reality is that Ukraine is extremely agile when it comes to new developments. It is not uncommon for prototypes to be deployed within days. The Ukrainians are also at the forefront when it comes to costs. Cheap, mass-produced disposable systems are increasingly replacing conventional defence products. We examine this trend and highlight three exciting companies.
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Commented by Tarik Dede on July 17th, 2026 | 07:05 CEST
Gold, Tungsten, and Silver: Upside Potential in First Majestic Silver, Almonty Industries, and Agnico Eagle
The war in the Gulf and the strong US dollar continue to cause volatility in the commodities market. While copper has managed to decouple from these trends due to tight supply in global markets, the situation is different for gold and silver prices. However, stabilization may now be on the horizon. The specialty metal tungsten, on the other hand, tracks copper and is showing stability at high price levels. This presents opportunities for investors to build long-term positions in the market. We are therefore looking at the stocks of First Majestic Silver, Almonty Industries, and Agnico Eagle.
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Commented by André Will-Laudien on July 16th, 2026 | 07:30 CEST
Defence or Artificial Intelligence? On the Hunt for Blockbusters with Rheinmetall, Hensoldt, Strategic Resources, and TKMS
The market is becoming increasingly concentrated. Despite fresh record highs in July, the number of true winners can almost be counted on one hand. The strongest performers continue to be a select group of high-tech and AI stocks, while semiconductor shares are already beginning to lose momentum. Meanwhile, oil and gas stocks are picking up speed again, while the long upswing in the defence sector that began in 2022 appears to be running out of steam. As a result, many defence companies ranked among the worst-performing stocks during the first half of the year. Now the summer slowdown has arrived, and even a potential interest cut by Fed Chair Kevin Warsh is unlikely to lift sentiment. The reason is straightforward: inflation remains stubbornly high, hovering around the 4% mark in the US for an unusually long time. President Donald Trump had hoped that replacing Jerome Powell would pave the way for lower interest rates, but those expectations now appear increasingly unrealistic. Then there is the tariff setback, which is costing US taxpayers another USD 100 billion. In short, the warning signs of a broader market correction are becoming increasingly difficult to ignore. For active investors, the only real question is when, not if. Against this backdrop, we take a closer look at the battered defence sector in search of the next potential blockbuster investment.
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Commented by Matthias Schomber on July 16th, 2026 | 07:25 CEST
AI, Tech, Debt, and Ratings: Oracle Faces a Reality Check, Renk Searches for a Bottom, and Volatus Aerospace May Be Poised for a Technical Breakout
Oracle is pouring billions into the AI frenzy, thereby risking its credit rating. The result: investors are fleeing in droves, and the share price is plummeting. At the same time, Renk's share price has now collapsed by over 50% from its high. The German defence industry's rising star, along with Rheinmetall and Hensoldt, is desperately seeking a foothold. "Collective punishment" is the buzzword here! While the big names dominate the headlines, the Canadian aerospace company Volatus Aerospace may have finally done its technical analysis homework after turbulent times, with an open price gap now closed. Could this be a signal—or a starting gun? We analyze these three different companies and highlight where investors can still find interesting opportunities.
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